Finance & Accounting connectors cover accounting platforms, spend management, invoicing, payroll, and banking data. Finance Spaces connect them so Claude and Codex can reconcile numbers across systems, flag overdue invoices, and answer the questions that otherwise wait for someone to open the ledger.
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Netsuite to Claude in type.com to create customer records, record customer payments against invoices, and check the status of async ERP jobs.
Connect Zoho Books to Claude in type.com to accept estimates, activate bank accounts, and attach bill files from a thread.
Connect Zoho Inventory to Claude in type.com to add invoice comments, attach files, apply credits, and clean up sales orders.
Connect FreshBooks to Claude in type.com to check clients, review business staff, and manage webhooks from a shared accounting thread.
Connect Altoviz to Claude in type.com to add customers, organize contacts into families, and create products for billing from a shared thread.
Connect Lexoffice to Claude in type.com to add contacts, articles, credit notes, and delivery notes from a shared thread.
Connect YNAB to Claude in type.com to review budgets, schedule recurring transactions, and manage accounts from a shared thread.
Connect Xero to Claude in type.com to create invoices, bills, contacts, items, bank transactions, and manual journals from a shared finance thread.
Connect Brex to Claude in type.com to create budgets, archive spend limits, and manage webhooks from a shared thread.
Connect Zoho Invoice to Claude in type.com to apply credits, add comments, and clone invoicing projects without switching away from your team thread.
Connect Better Proposals to Claude in type.com to create companies, design proposal covers, and check currencies from a shared thread.
Connect Bidsketch to Claude in type.com to create clients, draft proposals, and clean up old records from a shared team thread.
Connect Chaser to Claude in type.com to create invoices, log overpayments, and manage customer contacts from a shared finance thread.
Connect Coupa to Claude in type.com to manage GL accounts, review recent accounts, and abandon invalid invoices from a shared thread.
Connect Elorus to Claude in type.com to draft invoices, add catalog items, email invoices to clients, and pull bills from a shared thread.
Connect Erpnext to Claude in type.com to create documents, apply workflow actions, add comments or tags, and cancel records from a thread.
Connect Finmei to Claude in type.com to create invoices, log expenses with receipts, and clean up old records from a shared thread.
Connect Freeagent to Claude in type.com to pull cashflow summaries, log journal entries, and track project tasks from one shared thread.
Connect Moneybird to Claude in type.com to create contacts, add notes, and send sales invoices without switching tools.
Connect Nusii proposals to Claude in type.com to draft client proposals, add line items, and track proposal status from a shared thread.
Connect Quaderno to Claude in type.com to calculate tax, create contacts, and generate estimates and coupons from a shared thread.
Connect Ramp to Claude in type.com to create departments, add transaction memos, and submit mileage reimbursements from a shared finance thread.
Connect Sevdesk to Claude in type.com to book invoice payments, create accounting contacts, and record transactions from a thread.
Connect Splitwise to Claude in type.com to log shared expenses, add people to groups, and comment on charges from a shared thread.
Connect Taxjar to Claude in type.com to calculate order tax, log transactions, and manage customers from a shared thread.
Connect Quickbooks to Claude in type.com to run P&L, balance sheet, and aging reports and look up invoices, bills, and vendors without editing the books.
Connect Stripe to Claude in type.com to create invoices, manage subscriptions, and issue refunds from a shared finance thread.
Yes. Connect QuickBooks, Xero, FreshBooks, or another listed accounting tool, share it with a finance Space, and ask for an aging report, a vendor summary, or a month-over-month comparison in plain language.
Yes. A Space can hold connections to Stripe, Brex, Ramp, Mercury, and your accounting tool at once, so one thread can reconcile revenue, spend, and books together.
An admin creates the connection once with OAuth, an API key, a service account, or custom API settings, then chooses which Spaces can use it. Nobody pastes credentials into a prompt or thread.